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Chinatimes
@chinatimes.com · 1 hour

《半導體》聯詠Q2獲利暴增近7成 美系外資仍喊減碼、目標價414元

《半導體》聯詠Q2獲利暴增近7成 美系外資仍喊減碼、目標價414元
外資指出,聯詠第二季營收季增24%、年增10%,較該機構預估低2%,但高於市場共識2%。毛利率則較第一季增加3.4個百分點至42.4%,分別高於該外資及市場預估0.2個、2.8個百分點,主要受惠於產品漲價,以及系統單晶片(SoC)需求強勁帶動產品組合改善。 聯詠第二季營益率季增5.2個百分點至22.6%,但受到研發支出高於預期影響,仍較該外資預估低1.6個百分點。另受成本上升...
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